See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,044 | $101,317+38.2% | $146,958-4.7% | $74,495+88.0% |
| Participation rate | 50.0% | 75.5%-25.5pp | 82.2%-32.2pp | 67.2%-17.2pp |
| Annual return | 12.99% | 8730.91%-8717.9pp | 418.34%-405.3pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,677 | $3,810-56.0% | $4,933-66.0% | $2,623-36.1% |
| Participant deferral / active EE | $3,541 | $7,303-51.5% | $8,070-56.1% | $4,346-18.5% |
| Admin fee / account holder | $18,532 | $1,739+965.8% | $12,998+42.6% | $1,942+854.4% |